Page 111 - Red Book Rev 7.2_Neat

6 Solutions Does the customer require Please ensure that if installation is
Coordinator installation? If so please speak to a included that you add
Technical Engineer for prices - 'Installation must be within 1
Photo's/information of site will be meter of suitable existing services'
required.

If not, refer to step 8
7 Solutions Ask the customer if they have If so, the customer will need to
Coordinator asbestos in the premises prior to provide a copy of the asbestos
customer signing the quotation and survey and notify us if we are likely
drawings. to come into contact with asbestos.

Method statements to be done by the If not, they will need to put in
solution coordinator & engineer who writing to us to confirm this.
is installing.
8 Solutions Customer must sign the quote, The customer must agree that the
Coordinator drawing & necessary big job checklists quotation they are accepting is
and agree to our terms and condition subject to a final site survey and
before proceeding any further. any additional works required will
be charged accordingly.
9 Solutions Once the quotation/pro forma has Payment Date 1:
Coordinator been signed we must ask for payment
or if they are leasing the
equipment,the finance company must
be sent the latest revision under
instruction to set up the contract. If Ck Payment Date 2:
Finance you can follow the below
example structure.
50% Deposit upfront
40% Prior to Installation 1 week prior
10% upon completion (as long as the Final Payment Date:
10% does not exceed the profit value)
All credit payments are subject to
credit checks.
Customer must sign and agree to the
payment dates & values.

10 Solutions Liaise with the Technical Engineer
Coordinator once the payment is made or when
the lease has been agreed so a service
drawing can be issued. The drawing at
this point will be to scale.
11 Solutions All information must be shared with Ask the customer if any
Coordinator all relevant contractors involved in the documentation is required to gain
job (I.e. Builders, electricians and so access to site.
forth ).
At this point the fabrication drawing
needs to be agreed and signed if
applicable, and any health & safety
forms must be completed. You will
also required to obtain a risk
assessment from the senior engineer.
12 Solutions Delivery and installation dates to be
Coordinator/ agreed.
Installing A site survey to be carried out by the
Engineer senior engineer is required prior to
installation to obtain a list of
equipment and spare parts that will
be required.
13 Solutions Email to be sent to Goodsin as per the
Coordinator Goodsin procedure.

14 Solutions Installation Day Liaise with client to Confirm the installation date
Coordinator make sure no existing equipment previously agreed with the customer
needs to be removed and check that is still ok.
all the services are completed

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Red Book Revision 7 12 November 2019
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